Exploring Employee Ownership for Business Growth and Succession (E2508234)

Are you a New Jersey business owner or advisor thinking about succession planning, retirement or exploring new ways to preserve your company’s legacy?

DESIGNED FOR

• CPAs who advise business owners in exit planning strategies and have clients that are looking for unique succession planning options
• Business owners or executives interested in transitioning to an employee stock ownership plan (ESOP)

BENEFITS

HIGHLIGHTS

Speakers from the New Jersey Economic Development Authority (NJEDA) and Rutgers School of Management and Labor Relations will discuss the benefits of transitioning to an employee ownership structure and share information about a new assistance program for eligible New Jersey businesses interested in exploring ESOP options. Topics will include the following:

• Information on the various forms of employee ownership
• Employee ownership tax and liquidity benefits for transitioning owners
• Tangible benefits for current employees under employee ownership structures
• Information on the NJEDA ESOP Assistance Program

SPONSORED BY

PREREQUISITES

None

ADVANCE PREPARATION

None